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Parijat Banerjee, Global Head of Financial Services at LatentView Analytics, is a seasoned business leader with experience in analytics & digital sciences. He has worked across industries including banking and financial services, consumer products, retail, supply chain, life sciences and energy, leading service delivery, corporate strategy, business development & consulting with fortune organizations driving transformation and revenue growth.
July 3
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Identifying world-improving, moneymaking technologies is only half the investment battle: Old- school industry analysis is still required.
July 3
BCA Research -
As wealth management firms rush to keep up with new technological developments, one common oversight is not testing the tech with the people most likely to use it: the advisors.
July 2
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The National Association of Treasurers launched a new tool that allows individuals to compare the features of different states' ABLE programs.
July 2
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Experts from Fidelity Investments, JPMorgan Asset Management and Brown Capital Management argue the answer is definitely "yes." Here's why.
July 2
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James J. Hilton boasts over 30 years of experience in the financial services industry, having held leadership roles at prominent institutions like Promontory Financial Group, Prebon Group, Chicago Board Brokerage and the Federal Reserve Bank of New York. He is currently a partner at Ludwig Advisors and serves as chairman of Uphold, Ltd.
July 2
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Huntington Investment Company is accusing a former advisor of resigning with no advance notice and then using confidential information to drum business from ex-clients.
July 2
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Geraldine Carter is a business coach for CPA firms. She is also the host of the "Business Strategy for CPAs" podcast, and the author of the recently published "Down to 40 Hours — A Roadmap for CPAs to End Overworking without Giving Up Revenue," which available on
Amazon.com or atgeraldinecarter.com/book .July 2
